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AEPFX vs HNCTX
AEPFX vs HNCTX Comparison
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AEPFX vs HNCTX Comparison Chart in %
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AEPFX vs. HNCTX commentary
Aug 23, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AEPFX is a StrongBuy and HNCTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. HNCTX (533M). AEPFX pays higher dividends than HNCTX: AEPFX (2.72) vs HNCTX (0.86). AEPFX was incepted earlier than HNCTX: AEPFX (18 years) vs HNCTX (20 years). HNCTX (1.02) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. HNCTX (36.00). HNCTX has a lower initial minimum investment than AEPFX: HNCTX (0) vs AEPFX (250). HNCTX annual gain was more profitable for investors over the last year : 20.18 vs. AEPFX (8.91). HNCTX return over 5 years is better than : 26.84 vs. AEPFX (3.40).
| AEPFX | HNCTX | AEPFX / HNCTX | |
| Total Expense Ratio | 0.59 | 1.00 | 59% |
| Annual Report Gross Expense Ratio | 0.59 | 1.02 | 58% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 8.169 | 11.759 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 533M | 25,704% |
| Annual Yield % from dividends | 2.72 | 0.86 | 315% |
| Returns for 1 year | 8.91 | 20.18 | 44% |
| Returns for 3 years | 31.21 | 66.43 | 47% |
| Returns for 5 years | 3.40 | 26.84 | 13% |
| Returns for 10 years | 56.30 | 105.00 | 54% |
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